Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,481 | $58,627-88.9% | $76,735-91.6% | $82,448-92.1% |
| Participation rate | 73.2% | 63.2%+10.0pp | 69.5%+3.7pp | 68.1%+5.1pp |
| Annual return | 19.40% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $389 | $1,729-77.5% | $2,454-84.2% | $2,551-84.8% |
| Participant deferral / active EE | $1,611 | $3,134-48.6% | $4,088-60.6% | $4,139-61.1% |
| Admin fee / account holder | $1,166 | $5,323-78.1% | $7,189-83.8% | $7,234-83.9% |